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Listen "Kickstart Your Financial Year (Ep.33)"
Episode Synopsis
Ready to turn last year’s lessons into this year’s victories?
Jack Burnette and Alison Castellano explore actionable steps to kickstart 2025 on the right financial foot. Dive into their insightful discussion on goal setting, financial planning, and learning from past spending patterns. Whether cutting unnecessary subscriptions or rebalancing your investment portfolio, this episode offers practical insights to bolster your financial wellness for the new year.
Jack and Alison discuss:
Reflecting on 2024 to improve your financial health
Monthly spending audits and making changes together
The importance of manageable subscriptions
Setting achievable short-term and long-term goals
Mindful budgeting and prioritizing experiences
Reviewing and updating insurance and estate plans
Investment strategies and consolidating finances
And more
Connect with Alison Castellano:
Iter Financial Wellness
LinkedIn: Alison Castellano
Facebook: Iter Financial Wellness
YouTube: The BamCam Podcast
Email: [email protected]
Call Alison: 205-504-9868
Connect with Jack Burnette:
Iter Financial Wellness
LinkedIn: Jack Burnette
Facebook: Iter Financial Wellness
YouTube: The BamCam Podcast
Email: [email protected]
Call Jack: 205-613-4994
Jack Burnette and Alison Castellano explore actionable steps to kickstart 2025 on the right financial foot. Dive into their insightful discussion on goal setting, financial planning, and learning from past spending patterns. Whether cutting unnecessary subscriptions or rebalancing your investment portfolio, this episode offers practical insights to bolster your financial wellness for the new year.
Jack and Alison discuss:
Reflecting on 2024 to improve your financial health
Monthly spending audits and making changes together
The importance of manageable subscriptions
Setting achievable short-term and long-term goals
Mindful budgeting and prioritizing experiences
Reviewing and updating insurance and estate plans
Investment strategies and consolidating finances
And more
Connect with Alison Castellano:
Iter Financial Wellness
LinkedIn: Alison Castellano
Facebook: Iter Financial Wellness
YouTube: The BamCam Podcast
Email: [email protected]
Call Alison: 205-504-9868
Connect with Jack Burnette:
Iter Financial Wellness
LinkedIn: Jack Burnette
Facebook: Iter Financial Wellness
YouTube: The BamCam Podcast
Email: [email protected]
Call Jack: 205-613-4994
More episodes of the podcast The BamCam
You Got A Raise, Now What? (Ep. 42)
03/06/2025
Making Sense of Financial Jargon (Ep. 40)
25/04/2025
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